Personal Capital Stock

personalcapital.comFinTech / Personal FinanceFounded: 2009Funding to Date: $247.94MM

Personal Capital is a provider of free online tools designed to allow users to view all of your accounts in one place, allowing them to better understand their entire financial picture.

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Personal Capital Stock Price

Forge Price 1
Price not available
Last Closed Trade 2
Close Date
xx/xx/xx
Last Closed Trade Price
$xx.xx
Last Funding Round (LFR)
Date
xx/xx/xx
Price per Share
$xx.xx

Personal Capital Funding Rounds and Valuation

Funding History Chart
Funding Round Details
Funding Date Share Class Amount Raised Price per Share Post-Money Valuation Key Investors
02/05/2019 Series F $50MM $xx.xx $982.57MM Igm Financial
Price per Share
$xx.xx
Shares Outstanding
72,913,932
Liquidation Pref Order
1
Liquidation Pref As Multiplier
2.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Igm Financial
08/14/2017 Series E & E1 $87.07MM $xx.xx $539.5MM Igm Financial
Price per Share
$xx.xx
Shares Outstanding
153,636,833
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Igm Financial
11/12/2014 Series D & D1 $50.08MM $xx.xx $251.25MM Bbva Ventures, Blackrock Private Equity Partners, Correlation Ventures, Corsair Capital, Crosslink Capital, Ivp, Jump Capital, Usaa, Venrock
Price per Share
$xx.xx
Shares Outstanding
149,880,278
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Bbva Ventures, Blackrock Private Equity Partners, Correlation Ventures, Corsair Capital, Crosslink Capital, Ivp, Jump Capital, Usaa, Venrock
07/13/2013 Series C $27.28MM $xx.xx $74.5MM Blackrock Private Equity Partners, Correlation Ventures, Crosslink Capital, Institutional Venture Partners, Venrock
Price per Share
$xx.xx
Shares Outstanding
178,386,045
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Blackrock Private Equity Partners, Correlation Ventures, Crosslink Capital, Institutional Venture Partners, Venrock
03/26/2013 Series B $20.03MM $xx.xx $51.5MM Institutional Venture Partners, Venrock Associates
Price per Share
$xx.xx
Shares Outstanding
136,039,403
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Institutional Venture Partners, Venrock Associates
06/24/2010 Series A $10MM $xx.xx $19.25MM Institutional Venture Partners
Price per Share
$xx.xx
Shares Outstanding
98,039,216
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Institutional Venture Partners
12/16/2009 Series Seed $2MM $xx.xx $13.75MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
24,723,763
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors
06/01/2009 Series Seed-1 $1.5MM $xx.xx $7.5MM Undisclosed Investors
Price per Share
$xx.xx
Shares Outstanding
15,000,000
Liquidation Pref Order
2
Liquidation Pref As Multiplier
1.0x
Conversion Ratio
1.0x
Dividend Rate
8.0%
Cumulative
Non-cumulative
Participating
Non-participating
Participation Cap
--
Key Investors
Undisclosed Investors

Personal Capital Investors Also Invested in These Private Companies

IGM Financial

Leadership & Board

Leadership

Jay Shah
Chief Executive Officer
James Burton
Chief Growth Officer
Fritz Robbins
Chief Technology & Information Officer
Allison Amadia
General Counsel and Chief Compliance Officer
Jim Del Favero
Chief Product Officer
Mark Goines
Chief Strategy Officer and Vice Chairman
Craig Birk, CFP®
Chief Investment Officer
Mike Armsby
Chief Financial Officer
Porter Gale
Chief Marketing Officer

Board

Steve Harrick
IVP
Jeffrey Carney
IGM
James Feuille
Venture Capital Group
Jeremy Schein
Corsair Capital
Bill Harris
Paul Desmarais III
Power Financial
Brian Ascher
Venrock
Marina Levinson
CIO Advisory Group
Charles Goldman
Assetmark
Jay Shah
Bruce Felt
DOMO
Kira Wampler

Personal Capital stock FAQs

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Can you buy Personal Capital stock?

You can no longer buy Personal Capital stock on a secondary marketplace as this company is no longer private. If you are interested in buying stock of other private companies, learn more about how to invest in the private market or register today to get started.
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How to buy Personal Capital stock?

You can no longer buy Personal Capital stock on a secondary marketplace as this company is no longer private. If you are interested in buying stock of other private companies, learn more about how to invest in the private market or register today to get started.
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Can you sell Personal Capital stock?

You can no longer sell stock of Personal Capital on Forge as this company is no longer private. However, if you own stock of a private company, Forge may help you sell it in a way that works for you and the company. Learn more or register with us today to get started.
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How to sell Personal Capital stock?

You can no longer sell stock of Personal Capital on Forge as this company is no longer private. However, if you own stock of a private company, Forge may help you sell it in a way that works for you and the company. Learn more or register with us today to get started.
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Is Personal Capital a public company?

Personal Capital is now a public company.
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What is Personal Capital’s stock price?

The stock price of Personal Capital is not currently available.
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What is Personal Capital’s stock ticker symbol?

The ticker symbol of Personal Capital is not currently available.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.

Personal Capital News and Media Highlights

U.S. Personal Finance Software Market to Reach $343 Million by 2026 at 5.0% CAGR: AMR

Increase in need to track & manage income, rise in use of the mobile application, and surge in dependency on the Internet drive the growth of the U.S. personal finance software market.

Robo Advisors Flash Rewards to Win Assets

Robo-advisors are pulling out the stops to attract investor dollars in what is a competitive field, reports InvestmentNews.

Personal Capital Hits $4 Billion Mark

SILICON VALLEY, Calif., March 27, 2017 /PRNewswire/ -- Digital wealth management firm Personal Capital announced...

Personal Capital Hits $4 Billion Mark

SILICON VALLEY, Calif., March 27, 2017 /PRNewswire/ -- Digital wealth management firm Personal Capital announced...
Browse Insights
Updated on: Dec 13, 2024

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